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How Excelify Works

Read this page carefully and you will have strong foundation knowledge on how to get the most out of the Excelify app.

Excelify Template for Shopify Data Import

Export from Shopify

From the app Home page section Export you can create new export by pressing “New Export” button.

This will open new page in the app where you canconfigure your export.

Excelify App - New Export to select data from Shopify

Choosing an export format

In the “Format” section you can click on the format to open drop-down list of all available formats.

If your goal is to bulk update your Shopify store data or migrate to another Shopify store then you will need to select one of “Excelify: …” formats.
We suggest using “Excelify: Excel” format which would export Excel XLSX file. Excel files are a lot more stable than CSV files, allows using formulas and are more user friendly.

If your store is very large, and your exported store data might exceed any excel limitations then select “Excelify: CSV” format to export to the CSV file.

Selecting what to export

Mark with checkboxes, what Shopify store data to export.
You can select multiple entities at the same export!

Simple export

When you select entity to export a list of sub-checkboxes will appear where you can specify groups of fields to export.
You can find what fields are under each group in Excelify template sheets documentation.

Export only the Shopify store data you need, because that impacts the duration of how long the export will take. Export becomes significantly longer if you include Metafields.

Advanced export

By opening the “Advanced” tab under each selected entity, you can customize your export columns.
Click on the “Add | Remove” button to open a drop-down of all available column and with checkboxes select individual fields to export.

In this tab you can also drag column tags to change their exported position, and press on the “X” button to remove the field.

Check out this tutorial for more details on advanced exporting – Export Data from Shopify with custom columns

Filters

To focus on a specific list of items, use the Filters.

You can find the Shopify export filter icon in the Excelify app when creating new export, select what you wish to export, and under that entity click on the “Filters” button.
Select the filter of your choice for your items and press “Set” to apply the filter to your next export.

Filters location

When you apply the filter, the item count and estimates will not change at that point – the estimate will adjust when you actually start the export. For some filters Excelify still has to run through all your store though, to find those items.

Options

You can specify additional options for the export like schedule and/or repeat the export. You can specify a custom file name for the export so that the exported file URL is always the same.

Ideal to use for regular backups or outgoing Shopify store data feeds.

Read more about exporting with Custom File Name.

Upload to:

Shopify data export options with scheduled and repeated export

Exported Item Count

While the export is running you can see exactly how many items have been exported and how far the app is in the export process from all items.

This comes in handy when you are applying multiple filters to your export to see how many items exactly will be in your file.

Export Counter ExplainedNow, let’s decode these numbers:

Total Count – This number will display the total count of the item you have in the store. For example, the job is exporting Products and this store has 547 Products.

Processed Count – Displays how far the app is between all items. Some filters might provide the ability for the app to disregard a lot of items in bulk, so you might see the processed count jump at the start.

Exported Count – Displays how many items are actually exported and will be in your exported file.


Edit Shopify Data

Import only columns you need

When you import, you don’t have to import all columns. You can import only the columns you need to update.

The app will identify the product by “ID”, “Handle” or by “Variant SKU”. Excelify can update or create new Collections, Customers, Orders, Pages, etc. with just a few columns, or all of them.Import to Shopify only specific fields

“Command” Column

In each sheet, you can use the “Command” column, by which you can tell, what to do with the row that is being imported.

The possible entity commands are NEW, UPDATE, REPLACE or DELETE.
If no Command is specified, then the app will assume the UPDATE command.

When updating items with related items – like Product Variants, then the app merges your variant rows with existing variants, by finding an existing variant of the Product by its Variant ID, then by SKU, then by Barcode, then by Option values.
To delete Variants, use the “Variant Command” column with value “DELETE”. Or put “REPLACE” if you want to replace all variants of that product to your new variant rows.

The same principle is used in other sheets and items as well, like Product images. By default, Excelify merges existing images with your image links, but you can DELETE or REPLACE images too.

You can read detailed documentation about each command in the documentation pages of each sheet.

This stuff is powerful!

  • You can update all images of all Products at once.
  • You can link images to Product variants all at once.
  • You can add new variants without having to list the existing variants – just import the additional variant rows, and the app will merge them automatically.
  • Create and update Orders.
  • And much much more.

Metafields

Since Metafields are just additional rows in the same import file, all you need to do is – put the Metafield columns and set their values as you need.


Import to Shopify

Sheet name

With the sheet name, you can tell Excelify what you are importing.

If you wish to import Products, the sheet name needs to contain word “products”.
To import Pages, the sheet name need to contain the word “pages”, and same for other entities that you can import with the Excelify.

File size

The maximum file size that you can upload is 2 GB (ask Support if you need more).

Excel format itself can hold up to 1 million rows. But it is advised that if your data might be larger than some 600’000 rows, then use the “Excelify: CSV” format.

Supported import formats

At the moment the app can import the following format files:

  • Excelify: Excel
  • Excelify: Google Sheets
  • Excelify: CSV
  • Shopify Products CSV (must be named as “Products.csv” and zipped to make smaller and upload faster)
  • Other custom file formats developed as additional service for merchants

The app will auto-detect CSV file encoding, like UTF-8, ISO-8859-1 (Latin 1), ISO-2022-JP, etc., and automatically convert to UTF-8 as needed for Shopify.

When you upload the file, at first the app is analyzing the file. After that, you can choose the options and press the “Import” button if everything is showing ok.

Import From Locations

Shopify Limitations

To ensure platforms stability Shopify also has many limitations oh much of something you can have or import.

Before starting import with a large dataset, it is important if there are any limitations that apply to you in Shopify.

We still do suggest contacting us to be sure that there are no other limits that could apply to you.

Know what you are doing

Test and analyze the impact of the data you are importing.

We have prepared a special checklist to make your Shopify store data imports safe – please, read that.

Options

Excelify bulk import options shopify

Excelify import provides various settings and options you can apply before starting your import.

For most imports, you do not need to adjust any options and can import files with the default options.
If selecting an option, make sure that you understand what it means.

Import Progress

Excelify app import progress estimate error duration

If your import has any failed items then for each entity the app will display 5 most common errors from your file.

You can let the import run or you can cancel the import any time. When you cancel the import or the job finishes, you will be able to download the Results file.

Import Results

After you import the file, the app justify;”>As your file imports, Excelify will show how many items are New, Updated, Replaced, Deleted or Failed.

The app will generate an Import Results file with additional two columns that show status for each imported item, and detailed error message, if the import has Failed.

Excelify Shopify import results

Excelify file will contain only those rows, which were imported. That way you can review, what was imported, what were the errors. And that way you know, which items it actually imported, so that if you need to continue, you can exclude those already imported items from the next import.

If your import speed is a concern, read more about improving import speed in the tutorial: How to maximize Shopify bulk import speed?

Maybe strange, but really useful is that each Product (or any other item) will have the same “Import Comment” value for all its rows, so when you read them, consider them about the product as a whole, not about each line. The convenience here is that in case you need to filter rows by the import comment, you can easily filter them in Excel, and know that your filtered results will contain all the rows of that product, because the “Import Comment” column value is the same.


All Jobs

When pressing the “All Jobs” button, you can see all the past import and export jobs. You can download all the files for each job. And you can see what happened to each of the past jobs.

More than that, you can see the future scheduled jobs as well. And you can cancel any scheduled or running jobs from here, too.

All Jobs


Settings

Excelify app settings Shopify Excel CSV import export migrate update bulk

Security

By default, anyone with a link to your uploaded, exported or results file can download the file giving you the maximum freedom working with your files.
You can change this setting if you wish for your files not to be public. Then you and others will only be able to download the files while being in the Excelify app.

Notifications

The app will send you an email about import or export jobs.
You can adjust what jobs you wish to receive an email about.

My Other Shop

If you have multiple Shopify stores or just wish to transfer Shopify store data from one Shopify store to another then you can take advantage of your additional free store.
Linking the free store will automatically upgrade Excelify to the same plan as the store where you have paid subscription.

Private App

You can set-up Excelify to run as a Private app, for example, if Shopify has increased your API Call Limit for Private Apps.

Here you can fill in the Private App credentials and enable the Excelify to run as Private app, by pressing “Test and Save” button after making changes to the fields.


Overall

Browser

When you run the export or import, you don’t need to keep the browser open – you can close Excelify and come back later to check the progress.

Head over to the apps “All Jobs” section to find all your future, current, and past jobs including the ones that are currently running.

Estimates

Initial import and export estimates are very approximate average because it really depends on your real data and any API limitations set by the Shopify to your store.

Once the export or import actually starts, the estimates become very precise, because then those are showing about your current export or import, with your real data.

Queued jobs

The app does not allow running multiple imports or exports at the same time as it would make each job a lot slower due to Shopify API limitations.
However,  you can queue your jobs so you do not need to wait for the previous one to finish.

When you have started your import or export you can go to the Excelify Home page and start a new job.
Instead of running the job, the app will automatically queue it so the job will start itself when the already running job finishes.


Getting help

Tutorials

Tutorials page Excelify import export migrate update edit bulk excel csv shopify 2

In our website under Knowledge -> Tutorials you can find tutorials for a lot of use cases where you might use the Excelify to bulk edit Shopify data and more.

In the “Tutorials” page, select item that you wish to import or export, for example, “Products” or “Customers“.

You can also apply Filters to your opened “Tutorials” page. That way you will be able to easier find tutorials about what you wish to achieve.

Documentation

Documentation how it works page Excelify import export migrate update edit bulk excel csv shopify

For each sheet in that Excelify allows to import or export you can find documentation that explains each column from our template.

Head over to Knowledge -> Documentation in our website to find an explanation for the fields that are not clear for you.

Here you can also find a page which explains our template in general and allows to download our Demo template file.

Contact Us

contact us how it works page Excelify import export migrate update edit bulk excel csv shopify 2

If you cannot find tutorial that you are looking for, have any issues or questions about the app or just an amazing feature to suggest – we are here for you!